Privacy Policy

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Privacy Policy for HMB Accounting Services Limited

Last updated: June 2026

1. Introduction

This Privacy Policy explains how HMB Accounting Services Limited (“we”, “us”, “our”) collects, uses, stores, and protects your personal data. We are committed to safeguarding your privacy and complying with the Isle of Man Data Protection Act 2018 and the Applied GDPR.

By using our website or engaging our services, you agree to the practices described in this policy.

2. Who We Are

HMB Accounting Services Limited, 14 Douglas Avenue, Douglas, Isle of Man Email:hayley@hmb-accounting.com Phone: 07624 225387

We act as a Data Controller for the personal data we collect.

3. What Personal Data We Collect

We may collect and process the following categories of personal data:

Information you provide directly

• Name, address, email address, phone number
• Business information
• Financial records and tax information
• Identification documents (where required for AML/KYC)
• Any information submitted      through our website contact forms

Information collected automatically

• IP address
• Browser type and device information
• Website usage data (via cookies – see section 10)

Special category data

We generally do not collect special category data unless required for specific accounting or compliance purposes, and only with your explicit consent.

4. How We Use Your Personal Data

We use your data for the following purposes:

• Providing accounting, bookkeeping, payroll, and tax services
• Responding to enquiries
• Meeting legal and regulatory obligations (including AML/KYC)
• Managing our client relationship
• Improving our website and services
• Maintaining internal records and administration

We only process your data where we have a lawful basis, such as contract, legal obligation, legitimate interests, or consent.

5. Sharing Your Personal Data

We may share your data with:

• Isle of Man Government departments (e.g., Income Tax Division)
• HMRC (where relevant)
• Professional advisers (e.g., auditors, legal counsel)
• Cloud accounting platforms (e.g., Xero, QuickBooks)
• IT service providers and secure data‑hosting providers
• Regulatory or law‑enforcement bodies when required by law

We never sell your personal data.

6. International Transfers

Where data is transferred outside the Isle of Man or UK, we ensure appropriate safeguards are in place, such as:

• Adequacy decisions
• Standard Contractual Clauses
• Equivalent legal protections

7. Data Retention

We retain personal data only as long as necessary to fulfil the purposes outlined in this policy, including:

• 6 years for accounting and tax records (or longer if legally required)
• Longer retention where required for AML/KYC compliance
• Website enquiry data for up to 12 months

After this period, data is securely deleted or anonymised.

8. Your Rights

Under the Isle of Man Applied GDPR, you have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request deletion (where applicable)
• Restrict or object to processing
• Data portability
• Withdraw consent at any time
• Lodge a complaint with the Isle of Man Information Commissioner

Contact: https://www.inforights.im

9. Security Measures

We take data security seriously and use:

• Encrypted storage and secure servers
• Access controls and authentication
• Regular security reviews
• Staff confidentiality agreements
• Secure disposal of physical and digital records

10. Cookies and Website Tracking

Our website may use cookies to:

• Improve functionality
• Analyse website traffic
• Enhance user experience

You can manage or disable cookies through your browser settings.

11. Changes to This Privacy Policy

We may update this policy from time to time. The latest version will always be posted on our website with the updated date.

12. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact:

hayley@hmb-accounting.com